Security key
929328102
- Type / Class
- Equity / COM
- Total 13F shares
- 53,032,072
- Share change
- -383,326
- Total reported value
- $2,706,452,126
- Put/Call ratio
- 58%
- Price per share
- $50.99
- Number of holders
- 259
- Value change
- -$18,723,984
- Number of buys
- 109
- Number of sells
- 111
Report period
Q3 2024
Institutions
259
Top holders
10
WSFS full security history
Newer quarter: Q4 2024
Previous quarter: Q2 2024
WSFS FINANCIAL CORP SEC filings
WSFS FINANCIAL CORP company facts
Broader feeds
Reporting periods
Holder history for CUSIP 929328102
Recent filing periods:
Top shareholders of WSFS - WSFS FINANCIAL CORP - COM (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| BlackRock Finance, Inc. |
13F
|
Company |
—
class O/S missing
|
8,606,882
|
$404,523,460 | — | 30 Jun 2024 | |
| VANGUARD GROUP INC |
13F
|
Company |
—
class O/S missing
|
7,144,761
|
$335,803,767 | — | 30 Jun 2024 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
—
class O/S missing
|
3,903,255
|
$183,450,256 | — | 30 Jun 2024 | |
| FRANKLIN RESOURCES INC |
13F
|
Company |
—
class O/S missing
|
3,030,644
|
$142,440,268 | — | 30 Jun 2024 | |
| STATE STREET CORP |
13F
|
Company |
—
class O/S missing
|
2,942,591
|
$138,301,777 | — | 30 Jun 2024 | |
| T. Rowe Price Investment Management, Inc. |
13F
|
Company |
—
class O/S missing
|
2,350,869
|
$110,491,000 | — | 30 Jun 2024 | |
| MACQUARIE GROUP LTD |
13F
|
Company |
—
class O/S missing
|
1,731,857
|
$81,404,000 | — | 30 Jun 2024 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
—
class O/S missing
|
1,424,463
|
$66,962,475 | — | 30 Jun 2024 | |
| Champlain Investment Partners, LLC |
13F
|
Company |
—
class O/S missing
|
1,285,206
|
$60,404,682 | — | 30 Jun 2024 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
—
class O/S missing
|
998,608
|
$46,934,581 | — | 30 Jun 2024 | |
| COOKE & BIELER LP |
13F
|
Company |
—
class O/S missing
|
959,524
|
$45,097,628 | — | 30 Jun 2024 | |
| Invesco Ltd. |
13F
|
Company |
—
class O/S missing
|
915,308
|
$43,019,476 | — | 30 Jun 2024 | |
| PZENA INVESTMENT MANAGEMENT LLC |
13F
|
Company |
—
class O/S missing
|
899,659
|
$42,283,973 | — | 30 Jun 2024 | |
| AMERICAN CENTURY COMPANIES INC |
13F
|
Company |
—
class O/S missing
|
877,467
|
$41,240,949 | — | 30 Jun 2024 | |
| ALLIANCEBERNSTEIN L.P. |
13F
|
Company |
—
class O/S missing
|
876,426
|
$41,192,022 | — | 30 Jun 2024 | |
| BROWN ADVISORY INC |
13F
|
Company |
—
class O/S missing
|
831,813
|
$39,095,228 | — | 30 Jun 2024 | |
| NORTHERN TRUST CORP |
13F
|
Company |
—
class O/S missing
|
821,191
|
$38,595,977 | — | 30 Jun 2024 | |
| PALISADE CAPITAL MANAGEMENT, LP |
13F
|
Company |
—
class O/S missing
|
809,486
|
$38,045,823 | — | 30 Jun 2024 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
—
class O/S missing
|
722,092
|
$33,938,324 | — | 30 Jun 2024 | |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE |
13F
|
Company |
—
class O/S missing
|
625,613
|
$29,403,811 | — | 30 Jun 2024 | |
| Aberdeen Group plc |
13F
|
Company |
—
class O/S missing
|
614,428
|
$28,878,116 | — | 30 Jun 2024 | |
| Bank of New York Mellon Corp |
13F
|
Company |
—
class O/S missing
|
554,538
|
$26,063,322 | — | 30 Jun 2024 | |
| FRONTIER CAPITAL MANAGEMENT CO LLC |
13F
|
Company |
—
class O/S missing
|
523,378
|
$24,598,766 | — | 30 Jun 2024 | |
| NORGES BANK |
13F
|
Company |
—
class O/S missing
|
511,990
|
$24,063,530 | — | 30 Jun 2024 | |
| JENNISON ASSOCIATES LLC |
13F
|
Company |
—
class O/S missing
|
491,771
|
$23,113,237 | — | 30 Jun 2024 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
—
class O/S missing
|
447,127
|
$21,014,969 | — | 30 Jun 2024 | |
| MORGAN STANLEY |
13F
|
Company |
—
class O/S missing
|
406,226
|
$19,092,665 | — | 30 Jun 2024 | |
| PRINCIPAL FINANCIAL GROUP INC |
13F
|
Company |
—
class O/S missing
|
328,590
|
$15,443,730 | — | 30 Jun 2024 | |
| EARNEST PARTNERS LLC |
13F
|
Company |
—
class O/S missing
|
311,226
|
$14,627,622 | — | 30 Jun 2024 | |
| Nuveen Asset Management, LLC |
13F
|
Company |
—
class O/S missing
|
283,791
|
$13,338,177 | — | 30 Jun 2024 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
—
class O/S missing
|
279,883
|
$13,154,500 | — | 30 Jun 2024 | |
| NEW YORK STATE COMMON RETIREMENT FUND |
13F
|
Company |
—
class O/S missing
|
270,465
|
$12,711,855 | — | 30 Jun 2024 | |
| EAGLE ASSET MANAGEMENT INC |
13F
|
Company |
—
class O/S missing
|
251,591
|
$11,673,822 | — | 30 Jun 2024 | |
| LOOMIS SAYLES & CO L P |
13F
|
Company |
—
class O/S missing
|
240,230
|
$11,291,000 | — | 30 Jun 2024 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
—
class O/S missing
|
236,948
|
$11,136,593 | — | 30 Jun 2024 | |
| WELLINGTON MANAGEMENT GROUP LLP |
13F
|
Company |
—
class O/S missing
|
218,105
|
$10,250,935 | — | 30 Jun 2024 | |
| Allspring Global Investments Holdings, LLC |
13F
|
Company |
—
class O/S missing
|
211,294
|
$9,930,818 | — | 30 Jun 2024 | |
| RENAISSANCE TECHNOLOGIES LLC |
13F
|
Company |
—
class O/S missing
|
208,465
|
$9,797,855 | — | 30 Jun 2024 | |
| PRICE T ROWE ASSOCIATES INC /MD/ |
13F
|
Company |
—
class O/S missing
|
202,589
|
$9,522,000 | — | 30 Jun 2024 | |
| RHUMBLINE ADVISERS |
13F
|
Company |
—
class O/S missing
|
188,257
|
$8,848,079 | — | 30 Jun 2024 | |
| Fisher Asset Management, LLC |
13F
|
Company |
—
class O/S missing
|
183,202
|
$8,610,521 | — | 30 Jun 2024 | |
| ENVESTNET ASSET MANAGEMENT INC |
13F
|
Company |
—
class O/S missing
|
175,414
|
$8,244,438 | — | 30 Jun 2024 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
—
class O/S missing
|
171,066
|
$8,040,104 | — | 30 Jun 2024 | |
| Legal & General Group Plc |
13F
|
Company |
—
class O/S missing
|
167,785
|
$7,885,894 | — | 30 Jun 2024 | |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC |
13F
|
Company |
—
class O/S missing
|
150,559
|
$7,076,273 | — | 30 Jun 2024 | |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC |
13F
|
Company |
—
class O/S missing
|
141,104
|
$6,631,888 | — | 30 Jun 2024 | |
| Patrick Joseph Ward |
3/4/5
|
Executive Vice President |
—
class O/S missing
|
150,708
|
$6,385,498 | — | 15 Apr 2024 | |
| PUBLIC SECTOR PENSION INVESTMENT BOARD |
13F
|
Company |
—
class O/S missing
|
132,202
|
$6,213,494 | — | 30 Jun 2024 | |
| LORD, ABBETT & CO. LLC |
13F
|
Company |
—
class O/S missing
|
129,348
|
$6,079,000 | — | 30 Jun 2024 | |
| Swiss National Bank |
13F
|
Company |
—
class O/S missing
|
118,540
|
$5,571,380 | — | 30 Jun 2024 |
Institutional Holders of WSFS FINANCIAL CORP - COM (WSFS) as of Q3 2024
As of 30 Sep 2024,
WSFS FINANCIAL CORP - COM (WSFS) was held by
259 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
53,032,072 shares.
The largest 10 holders included
BlackRock, Inc., VANGUARD GROUP INC, DIMENSIONAL FUND ADVISORS LP, STATE STREET CORP, FRANKLIN RESOURCES INC, T. Rowe Price Investment Management, Inc., MACQUARIE GROUP LTD, GEODE CAPITAL MANAGEMENT, LLC, Champlain Investment Partners, LLC, and BANK OF AMERICA CORP /DE/.
This page lists
260
institutional shareholders reporting positions in this security
for the Q3 2024 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q3 2024 vs Q2 2024 Across Filers
Q2 2024 holders
228
Q3 2024 holders
259
Holder diff
31
| Investor | Q2 2024 Shares | Q3 2024 Shares | Share Diff | Share Chg % | Q2 2024 Value $ | Q3 2024 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
An asterisk sign (*) next to the price indicates that the price is likely invalid.